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Posts Tagged ‘Office 365 Groups’

Office 365 Groups + Dynamics 365

In Dynamics 365 online, records can be owned by ‘Office 365 Groups’. Refer my previous article and following are quick notes.

  • The administrator can create Azure AD group teams that are associated to the Azure AD groups in each of the Customer Engagement and Common Data Service environments and assign a security role to these group teams.
  • When members of these group teams access these environments, their access rights are automatically granted based on the group team’s security role.

If you notice, to get the benefits of AAD group ownership, Users must have assigned ‘Dynamics 365 Customer Engagement Plan’ license.

What if the User don’t have ‘Dynamics 365 Customer Engagement Plan’ license. For example, when a sales team has a major opportunity requiring input from several people who don’t have access to Customer Engagement apps.

Office 365 Groups provides a single location to share documents, conversations, meetings, and notes.

Office 365 Groups can be enabled for any entity.

Install Office 365 Groups solution:

T9

  • Install ‘Office 365 Groups’ solution.

TG_8

Enable entities for Office 365 Groups:

  • Connect to your Dynamics instance.
  • Go to Settings -> Office 365 Groups
  • Add required entities.

T10

Create Office 365 Group:

  • Make sure users must have ‘Office online’ license and Mailbox configured.

T11

  • Create a Group and add the Users.

T12

  • Users get notifications in their Outlook web app
  • From Outlook, Users can click on ‘Discover’ to explore more available groups.

T13

  • Also a new SharePoint Sitemap collection gets created for each Group, which allows Users to share documents.

T14

Use Office 365 Groups from Dynamics App:

As we enabled ‘Office Groups’ for ‘Account’ entity

  • Open any account from Dynamics App.
  • From sitemap, click on ‘Office 365 Groups’
  • You can either ‘Create a new group’ or use an existing group.

TG_12

  • Once the configuration is completed, you can start Conversation and share documents which would be available for all members of the group.

T15

🙂

 

 

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